2 Getting Started

This chapter describes how to access the reports.

Accessing Reports

The Reports option in the navigation bar offers users who have reporting access rights the following options:

  • Report Schedules - where reports are scheduled to be run.

  • Report Outputs - where the outputs of reports are located on completion.

For administrators, the report design facilities are accessed from the Reporting section of the Admin area.

The Reports module is only available to retailer/portal owner users; supplier users have no access. There are three levels of access, provided by these authority profiles:

  • Advanced Reporting Administrator - the ability to build new reports and various administration tasks.

  • Advanced Reporting User - the ability to schedule reports and view their outputs.

  • Advanced Reporting Reader - the ability to view report outputs, but not to schedule reports.